Rick Creteau is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of advising, he has engaged in fixed insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

John Gill is a financial advisor at Osaic with 19 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a trustee for a nonprofit children's home and is a board member of the Oyster River High School Boys Soccer Boosters. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization.

Richard Wallner is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, Nylife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Rachel Goldberg is a financial advisor with Merrill in Portsmouth, NH, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Northwestern Mutual and Bank of America, N.A. Outside of her advisory work, she owns and operates Evelynn's Delights, a home-based bakery business in Exeter, NH. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Outside of advising, he serves in leadership and board roles with the Albanian Archdiocese in America, the Fan S. Noli Library & Cultural Center, and the Saint George Albanian Orthodox Cathedral, and he is the founder of Civic Voices of New England. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including a tenure at AXA Advisors, LLC, where he worked from 2012 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing a diverse selection of investment options and ERISA fiduciary services.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerry Weidema is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. and Veravest Investment Advisors, Inc. He has involvement in non-variable insurance sales, including life, health, long-term care, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Irina Hultin is a financial advisor at Edward Jones with nine years of industry experience. She has held roles at Edward Jones since 2017 and previously worked at KPF Global and Allied Telesis. Hultin holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Timothy Bascom is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at APW Capital, Sunpointe Investments, and Wells Fargo Advisors. Outside of his advisory work, he is a part owner and art dealer at New Hampshire Fine Art LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Mc Keea Fields is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Fields worked at Service Credit Union, Milestone Financial Planning, Morgan Stanley, Merrill, and St. Mary's Credit Union. Fields is also a notary, performing notary duties occasionally alongside advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party management, and institutional platforms.